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Salomon & Ludwin’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Salomon & Ludwin’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.08M Sell
16,849
-894
-5% -$256K 0.42% 45
2026
Q1 		$4.7M Sell
17,743
-794
-4% -$215K 0.42% 45
2025
Q4 		$4.91M Buy
18,537
+20
+0.1% +$5.12K 0.43% 45
2025
Q3 		$4.77M Sell
18,517
-856
-4% -$212K 0.43% 45
2025
Q2 		$4.68M Sell
19,373
-52
-0.3% -$11.6K 0.46% 43
2025
Q1 		$4.31M Sell
19,425
-534
-3% -$128K 0.46% 45
2024
Q4 		$4.8M Sell
19,959
-39
-0.2% -$9.6K 0.51% 43
2024
Q3 		$4.74M Sell
19,998
-1,227
-6% -$279K 0.48% 43
2024
Q2 		$4.63M Sell
21,225
-3,169
-13% -$696K 0.52% 41
2024
Q1 		$5.58M Buy
24,394
+2,273
+10% +$489K 0.48% 45
2023
Q4 		$4.21M Hold
22,121
– – 0.44% 43
2023
Q3 		$4.21M Buy
22,121
+2,252
+11% +$449K 0.44% 43
2023
Q2 		$3.95M Buy
19,869
+111
+0.6% +$21K 0.42% 48
2023
Q1 		$3.75M Sell
19,758
-176
-0.9% -$34.1K 0.45% 46
2022
Q4 		$3.66M Buy
19,934
+14,450
+263% +$2.68M 0.46% 45
2022
Q3 		$937K Buy
5,484
+3,377
+160% +$638K 0.14% 63
2022
Q2 		$371K Buy
+2,107
New +$407K 0.06% 95
2021
Q4 		– Sell
-77,264
Closed -$239K – 113
2021
Q3 		$239K Buy
+77,264
New +$17.2M 0.04% 88
2020
Q2 		– Sell
-503
Closed -$58K – 210
2020
Q1 		$58K Sell
503
-592
-54% -$89K 0.01% 88
2019
Q4 		$181K Hold
1,095
– – 0.04% 57
2019
Q3 		$169K Hold
1,095
– – 0.03% 49
2019
Q2 		$172K Hold
1,095
– – 0.03% 48
2019
Q1 		$167K Hold
1,095
– – 0.03% 46
2018
Q4 		$145K Buy
+1,095
New +$159K 0.03% 45

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Salomon & Ludwin's VB Position: Q2 2026 in Review

Salomon & Ludwin reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 5% in Q2 2026, selling an estimated $256K and leaving 16,849 shares worth $5.08M. The position accounts for 0.42% of the portfolio, ranked #45.

Salomon & Ludwin first reported a position in VB in Q4 2018 and has held it in 24 quarters since. The position peaked at $5.58M in Q1 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Salomon & Ludwin held 16,849 shares of Vanguard Morningstar Small-Cap ETF worth $5.08M as of Q2 2026.
  • Salomon & Ludwin sold 894 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $256K.
  • Vanguard Morningstar Small-Cap ETF made up 0.42% of Salomon & Ludwin's portfolio in Q2 2026, its #45 holding.
  • Salomon & Ludwin first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 24 quarters since.
  • Salomon & Ludwin's Vanguard Morningstar Small-Cap ETF position peaked at $5.58M in Q1 2024.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.